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Posted on 1 Aug, 2026
In Office
Job Description | Responsibilities
- Develop personalized wealth and investment strategies for clients.
- Manage portfolios across investments, assets, and financial products.
- Assess client goals, risk profiles, and financial requirements.
- Monitor portfolio performance and recommend suitable adjustments.
- Build strong client relationships and ensure regulatory compliance.
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms , OTHERS
- Job Role - Wealth Planning Manager – Asset & Wealth Management
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Wealth Management
Financial Planning
Portfolio Management
Investment Advisory
Asset Allocation
Risk Assessment
Client Relationship Management
Financial Products